Cash Flow Analysis  
Managing debt and maintaining your lifestyle over the long term is challenging. Without a reasonable budgeting plan, it is difficult to effectively manage spending. This Cash Flow Analysis form can help you compare your income to your expenses to determine your net cash flow.
     


Income:
(In the spaces below, write down all your sources of income.
Convert annual and quarterly figures to monthly numbers.)

Salary

$

Alimony, child support

$

Dividends from investments

$

Interest on savings accounts, CDs, etc.

$

Social Security benefits

$

Retirement plan/pension income

$

Other income

$


Expenses:
(Write down the anticipated amounts of your expenditures.
Convert annual and quarterly figures to monthly figures.)

Mortgage payment or rent

$

Groceries

$

Utilities

$

Entertainment, recreation, and dining

$

Insurance

$

Medical (not covered by insurance)

$

Education

$

Vacation

$

Gifts

$

Loan payments (auto, student, etc.)

$

Auto (gas, maintenance, etc.)

$

Credit card payment

$

Clothing

$

Dues and subscriptions

$

Home improvement

$

Charitable contributions

$

Federal taxes

$

State taxes

$

FICA (Social Security)

$

Other taxes

$

Other expenses

$
 
   
   
FSC Securities Corporation
22 Elm Street Worcester, MA 01608
Phone: 508-831-9500
Toll Free: 800-370-1718
Fax: 508-797-4030


Dudley Office Location


New Lakeside & Dudley Insurance Agency
12 Airport Road
Dudley, MA. 01571

Phone: 508-943-0090
Toll Free: 866-366-6435
Fax: 508-943-3917

The Feingold Companies is a full-service organization in which offers insurance and employee benefit services through affiliated companies. All individuals listed are affiliated with The Feingold Companies and offer insurance and employee benefit services through Feingold Insurance Agency, Feingold Financial Management and Feingold Employee Benefit Services.

Saul Feingold, David Dimenstein, Jed Brandes & Elisa Lindley offer securities and advisory services through FSC Securities Corporation Member FINRA/SIPC and a registered investment adviser. No other individuals named may offer securities products or services nor are affiliated with FSC Securities Corporation. The Feingold Companies are not affiliated with FSC Securities Corporation or registered as a broker-dealer or investment adviser.

Please be advised that the above referenced New Lakeside and Dudley Insurance Agency only offers insurance related products and services. This office does not contain individuals who are licensed or registered to sale or promote securities related products. If you are interested in receiving securities related products and services please visit or contact our Worcester Office location only.